Goldstone Financial Group

At Goldstone, we believe that every retirement needs a personal touch. We are a team of dedicated financial experts who are passionate about helping you secure your financial future. Our comprehensive financial strategies are tailored to meet your unique needs, ensuring that you have a comfortable retirement and the peace of mind that comes with knowing your financial future is secure.

Our Services

We offer a range of services designed to help you achieve your financial goals. Our retirement planning services involve developing an individualized, comprehensive financial plan that puts your needs first. We also provide lifetime income planning to ensure that your savings last throughout your retirement. Our wealth management services are designed to help you maximize your assets and build a comfortable retirement. Additionally, we offer investment planning, healthcare planning, tax planning, legacy planning, and asset protection planning to ensure that all aspects of your financial life are taken care of.

Meet Our Team

Our team of trusted investment and retirement planning advisors are dedicated to helping you achieve your financial dreams. We believe that your financial future is too important to leave to chance, which is why we take the time to thoroughly understand your goals and dreams. Our team is committed to remaining by your side as partners in achieving the results you desire.

What Our Clients Say

Don't just take our word for it. Our clients have experienced the difference that our personalized service and expert advice can make. "Working directly with Anthony Pellegrino is like working with family, " says one of our clients. "We have been with Goldstone for over 10 years and have never had a negative experience with the entire staff. All staff is friendly and knowledgeable, and if they can't help you directly, they will find someone who can."

How We Can Help You

If you're looking for a financial partner who will help you create a secure and comfortable retirement, look no further. At Goldstone, we are committed to helping you achieve your financial goals. Whether you need help with retirement planning, wealth management, or any other aspect of your financial life, we are here to help. Take the first step towards securing your financial future today.